DOSSIER · 13F-HR · Q2 2026

Premier Private Wealth Management LLC

$114M in tracked AUM across 60 positions as of Q2 2026.

PP
CIK 0002056550 · last filed Jun 30, 2026
Total AUM
$114M
as of Q2 2026
Holdings
60
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Premier Private Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$10M306K8.5%
02
QQQM
INVESCO EXCH TRADED FD TR II
$9M29K7.6%
03
SDY
SPDR SERIES TRUST
$8M53K7.0%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$8M97K6.9%
05
IEFA
ISHARES TR
$7M69K5.9%
06
IMCG
ISHARES TR
$6M65K5.6%
07
SPSM
SPDR SERIES TRUST
$6M107K5.4%
08
DGRW
WISDOMTREE TR
$5M54K4.5%
09
DDWM
WISDOMTREE TR
$4M82K3.3%
10
LMBS
FIRST TR EXCHANGE-TRADED FD
$4M73K3.2%

Filing history

2026Q2Jun 30
$114M 20.6%
60 positionsView →
2026Q1Mar 31
$95M 1.7%
53 positionsView →
2025Q4Dec 31
$96M
50 positionsView →